Innova Wealth, LLC

Innova Wealth, LLC (CRD# 173900) is a financial advisory firm headquartered in Houston, TX. They manage $75,483,460 in 248 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2950 North Loop West, Suite 1200, Houston, TX 77092
http://www.innovawealthllc.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $304,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Innova Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Roe, financial advisor Houston TX
Charles A. Roe
CRD#: 4117735
2950 North Loop West, Suite 1200, Houston, TX 77092

Charles Roe (CRD# 4117735) is an Investment Advisor Representative working at Innova Wealth, LLC in Houston, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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